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Mendota Financial Group’s StoneX SNEX Stock Holding History

Mendota Financial Group’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$164 – 1048
2024
Q3 		$164 Buy
+5
New +$177 ﹤0.01% 709

Other funds holding SNEX

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Mendota Financial Group's SNEX Position: Q4 2024 in Review

Mendota Financial Group sold out of StoneX (SNEX) in Q4 2024, closing a stake of 5 shares — an estimated $164 sold.

Mendota Financial Group first reported a position in SNEX in Q3 2024 and held it in 1 quarter. The position peaked at $164 in Q3 2024. 285 funds tracked by Wall St. Rank hold SNEX as of Q4 2024.

  • Mendota Financial Group reported no remaining StoneX position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 5 StoneX shares in Q4 2024, an estimated $164.
  • Mendota Financial Group first reported a position in StoneX in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's StoneX position peaked at $164 in Q3 2024.
  • 285 funds tracked by Wall St. Rank held StoneX as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.